Asset Management Client Advisor RIA Channel, Northern California

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams marketing support andproduct specialists are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. Our Sales teams help our clients build stronger portfolios for institutions intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way thats best for them.

As a Client Advisor in the Institutional Advisor Channel you cover Northern California and the San Francisco Bay Area serving Registered Investment Advisors Bank & Trusts and Family Offices. You lead an Integrated Client Team to deliver J.P. Morgans investment solutionsincluding mutual funds ETFs separately managed accounts and alternativeswhile communicating our market views and portfolio insights. You build lasting client relationships act as a trusted solutions provider and collaborate closely with internal partners to drive success.

Job Responsibilities:

• Establish and grow relationships with RIAs Bank & Trusts and Family Offices in Northern California/San Francisco Bay Area.
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
• Position mutual funds ETFs separately managed accounts and alternative investments to clients.
• Communicate J.P. Morgans perspectives on markets retirement and portfolio construction through Guide to the Markets Guide to Alternatives and Portfolio Insights programs.
• Build and maintain trust with clients serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented consultative approach to client engagement.
• Organize and lead client meetings presentations and events within the territory.
• Manage time and resources efficiently ensuring effective coverage and support for all clients.
• Uphold J.P. Morgans values of integrity excellence and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Required qualifications capabilities and skills:

• Bachelors degree.
• Series 7 & 63 securities licenses.
• 3 years of experience in client relationship management preferably in an institutional or advisory setting.
• Strong communication presentation and interpersonal skills.
• Demonstrated ability to work collaboratively within a team structure.
• High level of professionalism organization and discipline.
• Willingness to travel weekly within the assigned territory.
• Consultative mindset with a focus on delivering client-centric solutions.
• Commitment to J.P. Morgans values and a drive for excellence.

Preferred qualifications capabilities and skills:

• Experience in wholesaling (internal or external).
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Additional Information:
This role requires regular travel within Northern California and the San Francisco Bay Area.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.